See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,277 | $117,983+8.7% | $101,794+26.0% | $142,382-9.9% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.2%-25.7pp | 80.1%-36.6pp |
| Annual return | 15.43% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,054 | $4,714-77.6% | $4,084-74.2% | $6,507-83.8% |
| Admin fee / account holder | $2,343 | $10,433-77.5% | $8,777-73.3% | $12,624-81.4% |